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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,455 | $91,537+18.5% | $130,045-16.6% | $75,173+44.3% |
| Participation rate | 93.9% | 71.5%+22.5pp | 78.5%+15.4pp | 67.2%+26.7pp |
| Annual return | 15.12% | -631.55%+646.7pp | -137.30%+152.4pp | 160.72%-145.6pp |
| Employer contribution / active EE | $3,621 | $2,845+27.3% | $4,321-16.2% | $2,671+35.6% |
| Participant deferral / active EE | $4,992 | $4,343+14.9% | $5,820-14.2% | $4,126+21.0% |
| Admin fee / account holder | $665 | $6,780-90.2% | $10,600-93.7% | $5,651-88.2% |